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Politics : Formerly About Advanced Micro Devices
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To: Yougang Xiao who wrote (77624)10/28/1999 7:51:00 PM
From: Charles R  Read Replies (3) of 1571166
 
<Sean Malony said in Q&A that PC price is stablizing and processor price is stablizing.>

There were a few other interesting snippets from the call.

In response to someone's question about athlon hitting 1 GHz in H1 00. Paul O said Intel will be "competitive" (Can you imagine that? Mighty Intel will be just "competitive") and something to the effect that when Intel releases a product it will be in volumes (I was surprised that he could say that with a straight face just minutes after saying that they have shipped only hundreds of thousands of CuMines so far).

The other notables were that the stance on RDRAM and SDRAM on desktop is now clear - Intel will support both (not a great news for AMD).

On the server side, Paul didn't say the name but it was clear they will have DDR DRAM solutions (once again not a great news for AMD).

On Timna, the answer to a question about if Timna uses RDRAM was that the memory solution used will meet the BOM cost requirements for low-end PC (could that mean SDRAM?). [By the way, rumors are that Intel's loss at Microsoft's game console was for Timna (not CuMine). Which, if true, makes me wonder, if the AMD solution being talked about will be in the form of a PCOAC.]

I think Intel decisively moved out of RDRAM slumber. Intel chipset solutions using the PC133 and DDR technology will probably be better than anyone else's solution.

On Flash Intel is showing a massive increase in capacity - looks like the glory days for flash will be coming to end by the time 2000 is over (if not sooner).
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